James Blakely
James Blakely is a registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 23 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3333 N. Hayden Road, Scottsdale, AZ, 85251
Get directionsHistory
Regulatory History (1)
Criminal
March 1999Other Business ActivitiesSells Insurance
James is a member of an investment club, a corporate officer and half owner of Blakely Walters Insurance/Wealth Management (spending full-time hours), and has ownership in several marketing, real estate, tax, and holding companies, as well as being a committee member at Camelback Bible Church. He also works as a mortgage agent.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Blakely Walters Wealth Management
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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